Overview
Assets Under Management: $627 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 17.28
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 148
Discretionary Accounts: 146
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 109962
Last Filing Date: 2024-04-24 00:00:00
Website: https://essexinvest.com